Wealth Strategist

The Wealth Strategist will serve as technical expert for high-net-worth and ultra-high-net-worth clients, collaborating with internal teams as well as external advisors to tailor sophisticated, strategic solutions that align with family and business goals. The Strategist demonstrates a high degree of initiative, urgency, accountability and discretion in your daily work. Position Summary Duties & Responsibilities Estate Planning Expertise: Analyze and summarize estate plans to identify optimization opportunities and minimize tax exposure, using complex trust structures & wealth transfer strategies. Bring understanding of succession and exit planning, philanthropic planning, retirement planning, risk mitigation and asset protection strategies. Strategic Collaboration: Partner with advisors, tax professionals, and legal teams to create innovative solutions for clients. Client Engagement & Advisory: Participate in conversations with clients and stakeholders discovering opportunities to refine estate structures, business succession plans, and facilitate the building of legacy. Education & Thought Leadership: Develop resources, train colleagues, and educate clients on emerging estate planning techniques in conjunction with the Director or Family Office, the Resource Team and additional teammates. Legal & Fiduciary Expertise: Approach planning and advising through a fiduciary lens; show familiarity with fiduciary litigation, non-judicial settlement agreements, and complex legal matters affecting wealth planning. Retirement & Distribution Strategy Expertise: Advise on IRAs, qualified plans and optimal Social Security claiming strategies. Education & Experience Knowledge Of Superior written and verbal communication skills—ability to present complex concepts in clear, compelling ways to clients and internal teams. Advanced knowledge of federal & state estate and tax laws, with a focus on cutting-edge planning strategies. Technical expertise in taxation, insurance structures, IRAs, business planning, and charitable entities. Ability To Make independent decisions. Demonstrate an innovative mindset to solve highly technical estate planning challenges creatively. Manage multiple complex projects and priorities, ensuring seamless execution of strategic plans. Education And Training Bachelor’s degree in Business or Finance with JD required (will consider CPA or CFP with sophisticated estate planning experience). LLM in Taxation preferred. 5+ years of estate planning experience in private practice or corporate advisory; International estate planning experience is a plus. Requires knowledge of standard business systems, including but not limited to, Trust Accounting systems, Microsoft Office Suite. Compensation And Benefits Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance. (Base Pay Range: $130,000 - $160,000 annually) Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being—now and in the years to come—are important to us. Busey’s Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Equal Opportunity Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey’s commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets.

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